7164 results found
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Create a monthly view for staff calendars
Have a monthly calendar view so we can see what all staff members are working throughout the month, but from a big picture overview.
We have stylists that work every other Saturday, one Saturday a month, every other friday, etc. Would be much easier to keep track from a monthly view!17 votes -
Access to more custom client data in beta reports
Would like to request client data to appear in multiple beta reports (be able to filter)
1- Be able to select any and all info you want to see in all report (client birthday, email, phone, tags, anything from the client profile)
and also
2- Uploaded photos on profiles should auto populate instead of having to click4 votes -
Historical Sync with QBO
Historical sync with QBO - from an accounting perspective, historical sync is a MUST for any sales platform. Most apps I've used offer this feature and do not charge anything extra for the integration itself. The fact that the Boulevard <> QBO integration is $45/location/month and only begins syncing sales data from the date of integration forward is highly disappointing. If I can find a third-party app that will provide those features, I will definitely switch and cancel my Boulevard integration subscription.
5 votes -
Schedule practitioner by service
For example, have someone available for service 1 and 2 from 8-2, but after 2, only available for service 2. Also, daily capping on service time per practitioner - for example massage therapist wants to limit to 5 table hours a day.
11 votes -
Permission: Add / Edit / Delete client notes
Currently the note settings is over all. If a note can be added by the user, they can also edit and delete. The business wants the user to be able to add notes but not have permissions to delete or edit.
12 votes -
Quickbooks Auto sync to merchant processing fees
The business wants the merchant processing fees to automatically go into Quickbooks.
3 votes -
Message from Client and Appointment notes on appointment preview end with “…” but should highlight to reveal WHOLE message.
At current the notes of messages end with dot dot dot if it is too long, but I do not believe staff are thinking ever that means there is more. I think they assume the clients or note just end abruptly with “…” because that is the way it was written. I think it would be useful if it either opened the full message when clicked or had a more obvious GUI element to denote that there is more besides being plain text “…”
5 votes -
Add a custom commission percentage for specific services in bulk
Ability to add a custom commission percentage for specific services in bulk rather than individually.
2 votes -
print draft purchase orders
Ability to print a draft purchase order.
I use the purchase orders to let me know what I have that is low in stock, but sometimes I can't order exactly what it recommends. It would be very nice to be able to print the draft PO so I can use that to order without having to continually switch back and forth between windows.
2 votes -
date of birth
Need to require date of birth as a required field and not have to manually enter from an intake form so that they can take advantage of the birthday marketing
9 votes -
Require a cardholder signature on iPad when using Duo
We know that when keying in a credit card number for sale, the duo requires a customer signature on the iPad. We would like to request this signature for every purchase, including tap/dip/swipe. We would also like access to the signature to provide as evidence in the case of a chargeback.
8 votes -
Payroll reports
I would like to see a commission detail report by service provider. Currently have to run two reports, download them copy and paste. Very clunky!
26 votes -
Disable patients from being able to cancel via email
An option to disable patients from being able to cancel their appointment through email. That way we can get patient to call in to not lose that appointment.
1 vote -
Cancellation Emails to the Business
The business would like the ability to disable the emails that are being sent to the business when an appointment is cancelled.
12 votes -
Permission: Client profile contact info, view only state
The business would like to be able to limit staff from being able to delete or change phone numbers but want the staff to still be able to view the information. Just not change it.
3 votes -
25 votes
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Default time block reason to "Business" instead of "Personal"
Ability to have time blocks default to 'business' reason
7 votes -
2 votes
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Ability to create automated tags
It would be so useful if we could set tags/emojis to automatically add to profiles or appointments, just like for the membership one but if we could do it ourselves we would use it for other things, too! Similar to offer codes, how those can be applied to certain things automatically.
6 votes -
Using Apple Pay for a multi-merchant account transaction
Apple Pay does not allow one transaction processing multi-merchant account transactions. Client always has to tap/insert card twice.
7 votes
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